Campbell Deegan Wealth Management

Campbell Deegan Wealth Management as of March 31, 2025

Portfolio Holdings for Campbell Deegan Wealth Management

Campbell Deegan Wealth Management holds 41 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Covington Trust Low Volity Etf (FDLO) 21.3 $19M 305k 60.62
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 20.2 $18M 175k 99.88
Vanguard Index Fds Value Etf (VTV) 19.5 $17M 98k 172.74
J P Morgan Exchange Traded F Hedged Equity La (HELO) 7.7 $6.7M 112k 59.68
Vanguard Index Fds Growth Etf (VUG) 6.8 $6.0M 16k 370.83
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.7 $2.3M 41k 57.14
Apple (AAPL) 2.4 $2.1M 9.3k 222.12
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $1.9M 3.4k 559.44
Microsoft Corporation (MSFT) 1.9 $1.7M 4.4k 375.37
Philip Morris International (PM) 1.5 $1.3M 8.0k 158.72
NVIDIA Corporation (NVDA) 1.0 $904k 8.3k 108.38
Exxon Mobil Corporation (XOM) 0.7 $638k 5.4k 118.93
Atlantic Union B (AUB) 0.7 $617k 20k 31.14
Johnson & Johnson (JNJ) 0.6 $559k 3.4k 165.83
Nextera Energy (NEE) 0.6 $553k 7.8k 70.89
Intercontinental Exchange (ICE) 0.6 $520k 3.0k 172.49
Bank of America Corporation (BAC) 0.6 $512k 12k 41.73
Merck & Co (MRK) 0.6 $494k 5.5k 89.76
Chevron Corporation (CVX) 0.6 $493k 2.9k 167.28
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.6 $491k 4.4k 112.66
Alphabet Cap Stk Cl A (GOOGL) 0.5 $454k 2.9k 154.66
Amazon (AMZN) 0.5 $454k 2.4k 190.28
Thermo Fisher Scientific (TMO) 0.5 $438k 881.00 497.48
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $426k 1.0k 419.86
Altria (MO) 0.5 $393k 6.5k 60.02
Dominion Resources (D) 0.4 $361k 6.4k 56.07
Procter & Gamble Company (PG) 0.4 $342k 2.0k 170.41
Pepsi (PEP) 0.4 $314k 2.1k 149.94
Alphabet Cap Stk Cl C (GOOG) 0.4 $306k 2.0k 156.24
Lowe's Companies (LOW) 0.4 $306k 1.3k 233.32
Globe Life (GL) 0.3 $291k 2.2k 131.73
Fiserv (FI) 0.3 $276k 1.2k 220.87
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $274k 1.5k 186.29
Deere & Company (DE) 0.3 $251k 536.00 469.10
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $251k 1.9k 128.93
Home Depot (HD) 0.3 $248k 678.00 366.41
Eli Lilly & Co. (LLY) 0.3 $234k 283.00 826.08
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.2 $203k 3.6k 56.47
JPMorgan Chase & Co. (JPM) 0.2 $201k 820.00 245.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $201k 377.00 533.16
Nomura Hldgs Sponsored Adr (NMR) 0.1 $89k 15k 6.15